HCM

Hutner Capital Management Portfolio holdings

AUM $220M
1-Year Est. Return 18.72%
This Quarter Est. Return
1 Year Est. Return
+18.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$152M
AUM Growth
-$22.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
45
New
Increased
Reduced
Closed

Top Buys

1
+$280K
2
+$83.4K
3
+$77.1K
4
JNJ icon
Johnson & Johnson
JNJ
+$75.3K
5
KO icon
Coca-Cola
KO
+$60K

Top Sells

1
+$780K
2
+$664K
3
+$576K
4
JPM icon
JPMorgan Chase
JPM
+$395K
5
KMI icon
Kinder Morgan
KMI
+$215K

Sector Composition

1 Consumer Staples 36.72%
2 Financials 22.98%
3 Healthcare 12.64%
4 Consumer Discretionary 8.9%
5 Industrials 6.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$22.5M 14.76%
55
2
$8.66M 5.68%
18,063
-1,385
3
$8.62M 5.66%
137,035
+954
4
$8.5M 5.58%
51,010
-807
5
$8.36M 5.48%
30,606
+23
6
$8.03M 5.27%
45,261
+424
7
$7.81M 5.12%
54,295
+64
8
$7.75M 5.08%
31,388
+150
9
$7.3M 4.79%
73,888
10
$6.07M 3.99%
39,658
-81
11
$4.6M 3.02%
26,394
-13
12
$4.56M 2.99%
41,934
+138
13
$4.37M 2.87%
103,608
+6,646
14
$4.3M 2.82%
102,931
+1,996
15
$3.54M 2.32%
26,922
+586
16
$3.35M 2.2%
25,174
-61
17
$3.24M 2.13%
23,390
18
$2.96M 1.94%
72,912
-93
19
$2.64M 1.73%
11,596
-720
20
$2.33M 1.53%
13,490
-135
21
$2.21M 1.45%
90,505
+60
22
$2M 1.31%
29,277
+188
23
$1.98M 1.3%
9,296
-146
24
$1.91M 1.25%
10,446
25
$1.8M 1.18%
8,383
-1
1
2